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Introduce a Client

It is our philosophy to build exceptionally strong, trusted and long lasting relationships with our clients. We aim to provide you with peace of mind regarding your personal financial affairs and hope that you are satisfied with the service provided to you.

We know there are many people who also share similar concerns and would warmly welcome any introductions to your family, friends and colleagues so that we can help them benefit too.

Please complete the form below to introduce a client to Norris Wealth Management Ltd.
Required fields are marked with an asterisk (*).

Your Name*

Your Telephone*

Introducing*

Relationship (e.g. work colleague)*

Address Line 1*

Address Line 2

City/Town*

Postcode*

Telephone*

I have permission to provide these details from the person I am introducing to you, and have agreed with them that you can contact them regarding St. James's Place Wealth Management products and services.

Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to the St. James's Place Wealth Management plc Privacy policy available at www.sjp.co.uk/site-services/privacy or the Partner's Privacy Policy.

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.